Meet the NZBritannia Financial Advisers
Our team are New Zealand qualified Financial Advisers, and are experienced in everything you may need to consider, from insurance to KiwiSaver, investing and estate planning.
Focus on the things that matter and the things that you can control. The rest is simply noise.
Wayne Becker
FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD
After an early start in the financial markets trading shares at age 12, Wayne moved on to join one of New Zealand's largest share broking companies. He then completed a first class honours Business degree at Massey University as well as a Diploma in Personal Financial Planning. He has built a reputation as a strategic financial consultant and values the strong relationships he builds with his clients. Wayne is the Managing Director of our subsidiary 'Britannia Financial Planning Ltd' and one of the best people to talk to around sound financial planning for the future.
In between balancing work and family, Wayne leads a very active lifestyle; he has completed two marathons (New York & Auckland) and various multisport events such as the Coast to Coast. Wayne’s passions are CrossFit, the guitar, fishing, wake boarding and playing the occasional game of golf when time permits.
E: wayne@nzbritannia.co.nz
M: 021 633 216
P: 0800 29 39 39
Wayne is registered as a Financial Adviser on the Financial Service Providers Register.
You only get one shot at retirement, so you have to get it right. NZBritannia has hundreds, and can ensure your one shot is bang on the mark.
Alun Rees-Williams
FINANCIAL ADVISER - BRITANNIA FINANCIAL PLANNING LIMITED
DIRECTOR - BRITANNIA FINANCIAL SERVICES LIMITED
Alun has been with NZBritannia since the very beginning, in fact, he has been with related companies for the past 27 years, and those years add up to some serious expertise. When it comes to UK pension transfers Alun is one of New Zealand’s most experienced advisers, having assisted clients since 1996. With some of our clients having worked with him now for over 20 years, he continues to offer advice regarding investment and retirement planning - he firmly believes client relationships are for life.
E: alun@nzbritannia.co.nz
M: 021 489 681
P: 0800 29 39 39
Alun is registered as a Financial Adviser on the Financial Service Providers Register.
It’s important to get the job done right, first time, every time. To achieve that I give my clients unparalleled dedication, whilst upholding the longstanding values of NZBritannia.
Gareth Grey
FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD
Gareth has been with NZBritannia since 2013, but has experience that spans over 20 years, both here in New Zealand and the UK. He has expertise across a wide spectrum of financial services, advising clients in areas such as, insurance, mortgages, KiwiSaver, investments, estate planning, retirement planning and UK pensions. Gareth’s continued commitment to his clients has helped him build one of the most trusted reputations in the industry.
Gareth, with his wife Karen, moved to New Zealand in 2005 to bring up their two daughters, Abbie and Aimee, settling on the Hibiscus Coast. In his leisure time Gareth enjoys watching rugby, cycling, sailing and tramping in the great Kiwi outdoors. He has completed 9 of the Great Walks.
E: gareth@nzbritannia.co.nz
M: 021 937 935
P: 0800 29 39 39
Gareth is registered as a Financial Adviser on the Financial Service Providers Register.
Small changes today make for big changes to your tomorrow.
Lee-Anne Scarth
FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD
Lee-Anne joined the NZBritannia team at the beginning of October 2020. Originally from South Africa, Lee-Anne went on to spend 13 years in Israel before joining extended family in New Zealand in 2001. Since arriving in New Zealand, she has worked in a number of roles including branch manager at a major New Zealand Bank for 9 years as well as a travel agent for 3 years. Following her passion, Lee-Anne returned to the financial services industry as a senior financial adviser for a well-known KiwiSaver provider. Lee-Anne works with NZBritannia clients to ensure they are best placed to meet their financial goals and objectives regardless of what life stage they are in.
Lee-Anne is an active member of her local theatre group and you will often find her either on stage or directing the next production. She also enjoys gardening, yoga and spending time with the family and their dog.
E: lee-anne@nzbritannia.co.nz
M: 021 2216 818
P: 0800 29 39 39
Lee-Anne is registered as a Financial Adviser on the Financial Service Providers Register.
History has shown that it is human nature for responsible people to protect their most valuable physical assets with insurance. Unfortunately, it has also shown that these same people repeatedly overlook the need to protect THEIR MOST VALUABLE ASSET – themselves!
Ian Wallace
FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD
Ian has worked his entire career in the insurance industry only broken by a short stint labouring on a hospital build in London and undertaking building management in Vancouver. However, it didn’t take long for Ian to return to his passion - the insurance industry - and he hasn’t looked back since. Ian’s experience in the trades in combination with his deep knowledge of insurance and insurance contracts, has given him a strong and real understanding of how he can help benefit families, the self-employed, business owners and professionals. After running his own business for over thirty years, in April 2020, Ian decided to transition into the tightknit team environment at NZBritannia. Whilst building his career, Ian was also able to guide three sons into adulthood and enjoy some of his favourite hobbies, such as hiking, boating, photography, and motorcycling.
E: ian@nzbritannia.co.nz
M: 021 926 936
P: 0800 29 39 39
Ian is registered as a Financial Adviser on the Financial Service Providers Register.
Make financial decisions based on what we know rather than how we feel.
Dean MacLeod
FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD
Dean has been in the banking and financial services industry since 1981, including 11 years in London. During this time, he has held positions with retail and investment banks, fund managers and a finance company specialising in investment, insurance and funds management. Dean’s wealth of experience and passion for putting his clients first makes him an excellent fit with our Financial Planning team. Dean works with clients to provide financial advice on retirement planning, KiwiSaver, risk management and estate planning.
Dean enjoys all things outdoors and has completed 7 of the Great Walks. He loves spending time with family and friends, particularly his two adult children. He also likes the odd round of golf when time permits.
E: dean@nzbritannia.co.nz
M: 021 221 7012
P: 0800 29 39 39
Dean is registered as a Financial Adviser on the Financial Service Providers Register.
Time in the market beats timing the market.
Ben King
AUTHORISED FINANCIAL ADVISER - SENIOR PARAPLANNER
BRITANNIA FINANCIAL PLANNING LTD
Ben joined NZBritannia in October 2020 as a Senior Paraplanner. In this role Ben supports and assists NZBritannia with the drafting of all Statements of Advice along with any other recommendations. In conjunction with our Advisers and Administration Team, Ben’s aim is to provide our clients with a professional and ongoing positive financial planning experience. Ben has been in the financial services industry for close to five years and during this time has worked as a paraplanner and qualified as a Financial Adviser. Ben’s attention to detail and passion for helping clients achieve their desired goals makes him a great fit for our Team. That same passion flows through his love for cooking and eating, discovering new musicians, and collecting Fantasy/Science Fiction books.
E: ben@nzbritannia.co.nz
M: 09 414 4215 ext, 801
P: 0800 29 39 39
OUR COMPANY
Senior team
OUR COMPANY
Financial planning team
OUR COMPANY
Adviser representatives
OUR COMPANY